ANDREW HALL
456, X Street, Y Avenue
Philadelphia, PA-19103
(123) 456-7890
[Subject: Normally bold, summarizes the intention of the letter] -Optional-
Dear ANDREW HALL,
Your request for my advice and assistance is flattering. However, I must decline. My experience with share trading is limited in terms of number of trades executed and financial instruments utilized. As such, I don’t feel qualified or competent enough to offer you sound financial advice.
I have however received positive feedback regarding an advisor, Jenny Smith, who works at All Star Finance in Winston. She has traded stocks, bonds and options for more than a decade. I would advise that you contact her with your queries and proposal.
Good luck with your new endeavor and thank you for considering me.
Sincerely,
Fergus